ACE Thurs 27 Nov 25: AOM HFD PAF SQZ
Broad relief with the budget saw bond yield drops especially longer dated 10 and 30 year which raised sterling to a 1 month high In sector terms, Banks saw some of the biggest moves with bond proxies, REITs and utilities rallying as did grocery and Renewables ( CWR up 8%) A&D is staging a comeback as defence sending gets raised … Read More